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Free Investing and Pension Tools

Choose a free tool to understand your pension, explore retirement income or test your portfolio. Start with the question that matters most to you.

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​Results are educational illustrations based on your inputs and assumptions. They are not guarantees or personal financial advice.

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Confident

How can I become more confident investing in stocks? Find your next investing learning step.

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Stress Test

How would a stock-market crash affect my portfolio? Explore the effect of market falls.

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Probability

What are the chances of losing money in stocks? Model time, expected returns and volatility.

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Environment

How do inflation and interest rates affect stocks? Explore different economic and market conditions.

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Grade My Portfolio

How good is my portfolio? Get an educational portfolio assessment.

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Portfolio Age

Am I behind on my portfolio for my age? Explore an age-based portfolio illustration.

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Portfolio Plan

What could my portfolio be worth at retirement? Explore contributions and growth assumptions.

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Withdrawal

How much could I withdraw from my portfolio? Compare retirement income scenarios.

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FIRE

When could I afford to retire early? Explore financial independence timelines.

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Portfolio Odds

What are the odds my portfolio loses money? Compare loss odds across growth, volatility and time scenarios.

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Lifestyle

How much do I need for the retirement lifestyle I want? Connect your retirement plans with their cost.

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Keep What You’ve Earned

How could inheritance tax affect what I leave behind? Explore portfolios, other assets and tax.

Internship/Work Experience

For Social Mobility

As the CEO of an Asset Management Company, with a Hedge Fund and Private Equity Fund, I want anyone who would like it to have access to my free structured remote internship. You can do it alongside any other work experience in your own time to give maximum flexibility.

Press & partnerships

Alpesh Patel

84 Brook St, Mayfair, W1K 5EH

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ALL INVESTING CARRIES RISK. Past performance is not a reliable indicator of future results. NOT FINANCIAL ADVICE. EDUCATION AND INFORMATION ONLY. ©2026 Alpesh Patel, 84 Brook St, Mayfair, W1K 5EH. Alpesh Patel is Founding Principal of Rootbridge Capital which is (Authorised and regulated by the Financial Conduct Authority)  PLEASE READ THIS IMPORTANT LEGAL NOTICE               

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Privacy Policy: 

This website is for educational purposes only. We do not provide personal investment advice or act as a regulated investment adviser. Any reference to investments or financial performance is illustrative and not a recommendation. If unsure, please consult a financial adviser authorised by the FCA. Communications may include financial promotions which are only intended for individuals who meet self-certification requirements under the UK Financial Promotion Order 2005. We respect your privacy and are committed to protecting your personal data. When you visit this website or register for our services, we may collect your name, email, IP address, and browsing behaviour. This data is used solely to deliver the services you've requested (e.g., course access, investment updates) and improve your experience. We do not sell or share your data with third parties for marketing. We store data securely and comply with UK GDPR regulations. You can request to delete your data at any time. 

TERMS OF USE: The content is for educational purposes only and does not constitute personal financial advice. We do not offer regulated investment advice, and we are not responsible for any financial decisions made based on our content. Any unauthorised copying, reuse, or redistribution of our material is prohibited. 

DISCLAIMER:  Investing involves risk. Past performance is not a reliable indicator of future results. The information provided is not intended to be, and should not be construed as, financial advice. All testimonials reflect individual experiences and do not guarantee outcomes. You should conduct your own due diligence or consult with a financial advisor before making investment decisions. We do not accept liability for any loss or damage incurred from reliance on any material provided.  Disclaimer & Terms of Use   Privacy Policy

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